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Elizabeth Nam

Lisa Nam holds a Doctor of Jurisprudence from Boston University and a Bachelor of Arts in Political Science from Wellesley College.

With a wealth of experience in the financial and legal sectors, Lisa has held various roles in prestigious organizations such as Morgan Stanley, Wells Fargo, TIAA-CREF, and Fidelity Investments.

Lisa also founded Continuum Fiduciary Advisory, LLC and has served in senior positions at Merrill Lynch, Rothstein Kass & Company, RSM McGladrey, and more.

Her expertise spans wealth management, fiduciary advisory, trust services, family office advising, and law, making her a versatile professional with a strong background in finance and legal matters.

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Location

San Francisco, California, United States